Lexa Berry's Company Details
Lexington, KY, US • 20 - 49 Employees
Investment Bank/Securities Brokerage
We help individuals and families pursue their ideal retirements. Our founder Kevin Metzler instills in us and our community, "It is not how much you make, it is how much you keep. That is what matters."
Tax Planning
Income Planning
Risk Analysis
Retirement Planning
Estate Planning
Wealth Management
Wealth Accumulation
Asset Protection
Long Term Care Protection
IRA Legacy Planning
Trusts
Life Insurance
Probate
Charitable Giving Strategies
IRA & 401(k) Rollovers
IRA & 401(k) Rollovers